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Xx Ronald Davis R... Q & -

Ronald Davis

**** ******** ******

Philadelphia, PA 19111

ad3hfc@r.postjobfree.com

215-***-****

EXPERIENCE:

**/**/**-**/**/23 Vinson Solar

Hybrid Inner office sales

111 Woodcrest rd

Cherry Hill, Nj 08003

Duties included a supervised role by helping other colleagues close accounts.

Setting qualified homeowners up with solar consultations. Reviewing individual

homeowners information to determine if they qualify for free solar consultations.

Viewing Google Maps rooftops structures and shading. Searching true people

along with information given by homeowners, searching if this person is

Fictitious. Looking at information through Zillow, to determine details if the home

is capable of housing solar panels. Closing representatives calls by reviewing

notes and qualifications then going over details with consumers on savings.

Setting appointments up that are convenient times and dates while reviewing

available schedules.

06/2022 -10/01/1/22 Infinia Search

Retirement plan Advisor

224 E street rd sure 1B

Kennett square, pa 19348

Provided financial advice dealing with customers, employers 401K retirement plans determining

the best investment success by providing solutions to gain investment success. Skilled in

accounting and informing other tax actions.

» Assisted with financial achievements regarding IRA's, Mutual Funds, ETF's directly with

individuals or appointed representatives. Assisted with closing accounts and decreasing

participants.

» Provide written and verbal investment performance, legal regulatory and tax related information to

participants.

» Answered client questions about financial plans and strategies and giving financial advice.

» Reviewed client accounts and plans on a regular basis to understand if life or economic changes,

situations, concerns, or financial performance necessitates changes to their plans.

» Executed routine participant requests including loans, exchanges, contributions, fund changes,

withdraws and terminations. Identify routine participants needs with urgency professionalism and

efficiency.

» Initiated institutional transactions including but not limited to loans, withdrawal, rollovers,

exchanges, stocks, purchase/sales, stock splits, voluntary/mandatory reorganizations while

explain possible tax implications.

> Provided investment education resources for clients to make educated decisions.

> Participated in special projects and performed other duties as assigned.

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08/2015 - 06/2022 Monarch Recovery Management

Collection Representative

Bensalem, PA

* Responsible for collections on primary 1* hand credit card, medial, bank/car loans, and accounts

placed for legal representation.

> Proactively ensure individual responsibility is carried out, with the reduction of risk related

accounts to Bad Debt accounts to enable the ability to improve and achieve the company's metric

goal for cash collections.

> Solicited payment of bills through negotiation and professional communication while remaining

tactful, sympathetic, and respectful always.

Reviewed credit bureau

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Advised clients of di ici

Recovered outstan! 7

Set un renavment pla!

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